Iss Facility Services 401(k) Savings Plan
Sponsored by Iss Facility Services, Inc. · EIN 742012133 · Plan #001
- Total assets
- $107M
- Net assets
- $107M
- Active participants
- 4,948
- With balances
- 3,285
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | fuzzy_auto · 97% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $255,195 |
| Gallagher Fiduciary Advi | Investment advisory (plan), Direct payment from the plan | $56,250 |
| Harper And Pearson | Accounting, Direct payment from the plan | $20,475 |
| Nova 401(k) Associates | Contract administrator, Direct payment from the plan, Other fees | $1,700 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |